J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,684,208 | +99269.0% | 551,698 | -0.7% | 1.22% | +4.9% |
| Q2 2023 | $27,860 | -5.1% | 555,648 | -4.7% | 1.16% | -10.5% |
| Q1 2023 | $29,350 | +1.2% | 583,264 | +0.9% | 1.30% | -1.5% |
| Q4 2022 | $28,989 | -99.9% | 578,274 | -2.4% | 1.32% | -9.2% |
| Q3 2022 | $29,711,000 | +4.2% | 592,324 | +4.1% | 1.45% | +10.6% |
| Q2 2022 | $28,509,000 | +7.7% | 569,157 | +8.1% | 1.31% | +26.9% |
| Q1 2022 | $26,470,000 | +1.7% | 526,562 | +2.1% | 1.03% | +10.5% |
| Q4 2021 | $26,037,000 | +3.6% | 515,786 | +4.1% | 0.94% | -3.6% |
| Q3 2021 | $25,139,000 | -2.2% | 495,644 | -2.2% | 0.97% | -1.0% |
| Q2 2021 | $25,717,000 | -3.5% | 506,841 | -3.5% | 0.98% | -7.8% |
| Q1 2021 | $26,648,000 | -2.8% | 525,039 | -2.8% | 1.06% | -7.6% |
| Q4 2020 | $27,422,000 | -10.0% | 539,917 | -10.0% | 1.15% | -18.4% |
| Q3 2020 | $30,461,000 | +1.2% | 599,683 | +1.1% | 1.41% | -4.6% |
| Q2 2020 | $30,096,000 | -1.5% | 593,261 | -3.6% | 1.48% | -17.6% |
| Q1 2020 | $30,557,000 | – | 615,191 | – | 1.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |